Thank you ma'am for taking up and discussing my query. Very very useful guidance. I am great full to you. I am a regular viewer of your program and shall continue to watch till I am in MF investment.
Swati ji and Nitesh ji Aapka bahot bahot dhanyawad, aapke javab se mera vision aur strategy dono clear ho gaya hai. Sach kahu to muje asha nahi thi ki itni details me muje javab milega, aapne bahot vistar se samjhaya dhanyawad Jai hind From Ketan patel
Gilt Funds also adjust their tenures basis where Yields are taking into account the interest rate scenario. For long term it’s always prudent to have safety rather than going for 80bps extra in a Credit Risk fund…. There is a risk element and should be avoided
Dear Ma’am, Greetings. I have been following your videos for the past six months, and they have really inspired me to invest more confidently in mutual funds. I have recently increased my investments and have a question regarding my long-term plans. I currently have a few funds in my portfolio, and when I plan to start a Systematic Withdrawal Plan (SWP) after 15-20 years, would it be advisable to consolidate my investments into one fund? If so, which fund type would you recommend for a smooth transition to SWP? (e.g, blue chip fund, large fund, large and mid or small) I would greatly appreciate your guidance. Regards Neelima
Namaste Neelima Jee, I’ve noted down your question for one of the four B Wealthy Help LIVE sessions scheduled for the 3rd, 10th, 17th, and 24th of November (all Sundays). However, at this moment, it’s a bit difficult for me to confirm exactly in which session your question will be answered. I hope you understand, and thank you for your patience! Stay Blessed, Healthy & B Wealthy
Not really Swati ji. My wife has over 80 lakhs only in SBIMF ONLY because of easiness. When we go for direct plans, registering with various fund houses is full of hassles. SBI MF kind of huge fund houses has varieties of funds, hence we get varieties to invest. Please advise if there is any other way to invest in different fund houses from one site/registration.
Mam, Meri age 35 Years hai, Mera av Mutual Fund me Investment 8 Lakh hai aur NPS me 12 Lakh(75% Equity) , mera monthly SIP around 20K(50% Small Cap, 30 Mid & Multi Cap, 20 Large Cap) hai and NPS me around 16K. Mujhe 10 year me 1.5 Cr ki need hai, Kindly Suggest it's possible. Ya mera investment increase krna hoga. Mukul Kumar, Gaya, Bihar
Mam🙏,,I have ?, suppose,,my sip date is on 25 of every month,,, market crash on 5 ,,,,how to take advantage of fallen market by investing more,,,plz reply,,, thanks
Mam Mera 35 years hai Mutual fund me 1year sai Investment kar raha hu sirf SBI me SBI Nifty midcap 150Index fund me 5000 mounth SBI Nifty SmallCap250 Index me 5000mounth l SBI Nifty Index me 3000 mounth SBI long term equity fund me 2000mounth kar raha hu Sabhi fund 15 years kai hai after 15years 1.5Cr ka need hai kya yai fund long term me Sahi rahe ga Mam plz give Advice mam🙏
Mam ,I am 51. Needed a corpus of 3Cr for retirement. I have 25 L in FD and 15 L in ULIP. ULIP will mature in Dec 2024. My time horizon is 9 years. How much and how to invest to meet the goal. I can invest up to 75 K per month. I don't have any MF now. Pls guide.
I’ve noted down your question for one of the four B Wealthy Help LIVE sessions scheduled for the 3rd, 10th, 17th, and 24th of November (all Sundays). However, at this moment, it’s a bit difficult for me to confirm exactly in which session your question will be answered. I hope you understand, and thank you for your patience! Stay Blessed, Healthy & B Wealthy
Mam meri age 35 hai 40 ki age me retire ho jaunga mere pass abhi saving me 60k hai or mutual fund me 13 lac(7000/month in sip 8 lac lumpsum) stocks me 8 lac etf me 20 lac invested hai or jab me retire hounga tab mujhe 50 lac lumsum milega plus 45 k pension mere monthly expense 30k to mam me retirement ke baad koi job nhi karna chahta or jo 50 lac lumpsum milega use swp me karunga to mam ye btaiye ki mujhe kitna amount ka swp karna chiye per month or mam mujhe home loan bhi lena hai 30 lac to swp se loan amount de sakta hu please guide me
10 years Horizon ke liye bhi debt funds de rahe hai. Ye log nahi banne denge paise... 😮 Small Cap, Mid Cap, Large Cap, Multi Cap and Flexi cap best funds hai...
Maim mera Sip 20 yr ka 10000 rs of portfolio invest mutual fund 1 ICICI prudential India opportunities fund growth -2000 2 ICICI prudential India opportunities fund growth -2000 3 motilal oswal mid cap fund - 2000 4 parag Parikh felxi cap fund-2000 5 Nippon india small cap fund -1000 6 quant small cap fund- 1000 plz suggest me good ya correction
Ishvar Age 35 SIP 1100 Axis small. 1200 SBI balance advance 1100 Tata digital India 3500 nippon India small. 1500 SBI bluechip 1500 icici nifty 50 index 2200 Parag Parikh flexi 2500 axis midcap Total sip amount = 14600 Can do 10% step up/year Total corpus till today = 400000 Goal 1- 5000000 for girl education and marriage after 12 years Goal 2 - 10000000 for retirement after 20 years Please advise can I reach my goals on time Or any changes need to do
Good evening mam, my age 45 I have 7funds please review my folios .1canara Robeco Infrastructure Reg one time 1 lakh lump sum 2canara Robeco small cap sip3000.3.bajaj finserv Large and mid cap sip 3000 4 .Sbi Consumption Opportunities sip3000 5.Union flexi Cap sip 3000 6.Hdfc defence sip 3000 7.Tata business cycle sip3000.. 33:30 .total16th thousand Invest hai 10 to 15yers all funds are Regular 6th month ago. for Retirement corpus any changes mam.
# 3 Funds Strategy for 10 years 1) Nifty 200 Momentum 30 index fund: 35% 2) Nifty 500 Value 50 index fund: 35% Just follow this and start SIP per your appetite, you are done for decade 3) ICICI GILT Fund: 30%
Review my portfolio age 27 hai aur 15+ year Krna h Nippon India small cap-2500 Hdfc small cap fund------2500 DSP small cap fund - 2500 Quant small cap fund - 2000 Nippon India growth(mid)- 3000 Motilal oswal mid cap.-2000 Hdfc flexi cap 2000 Parag Parikh flex. 2000 Motilal oswal 250 Microcap. -2000 Total investment 4 lakh kr chuka hu jo badhar 5 lakh ho gya h sip 20000 ka chl rha h mera Portfolio ek bar review kr dijiye
Mam meri age 35 hai 40 ki age me retire ho jaunga mere pass abhi saving me 60k hai or mutual fund me 13 lac(7000/month in sip 8 lac lumpsum) stocks me 8 lac etf me 20 lac invested hai or jab me retire hounga tab mujhe 50 lac lumsum milega plus 45 k pension mere monthly expense 30k to mam me retirement ke baad koi job nhi karna chahta or jo 50 lac lumpsum milega use swp me karunga to mam ye btaiye ki mujhe kitna amount ka swp karna chiye per month or mam mujhe home loan bhi lena hai 30 lac to swp se loan amount de sakta hu please guide me
Sir ne ab tak ka sabse achha samjhaya. Sab clear crystal no. 1
Thank you ma'am for taking up and discussing my query. Very very useful guidance. I am great full to you. I am a regular viewer of your program and shall continue to watch till I am in MF investment.
बहुत ही अच्छा वीडियो😎👌,धन्यवाद नितेश जी और स्वाति जी😊😊🇮🇳🇮🇳🙏🏻🙏🏻
Swati ji and Nitesh ji
Aapka bahot bahot dhanyawad, aapke javab se mera vision aur strategy dono clear ho gaya hai.
Sach kahu to muje asha nahi thi ki itni details me muje javab milega, aapne bahot vistar se samjhaya dhanyawad
Jai hind
From
Ketan patel
Thank you Ketan Jee. Stay Blessed, Healthy & B Wealthy
Glad you found it insightful
WELCOME. VERY GOOD MORING.
Welcome sir
Greate informative video.
Excellent informative .. thanks to both 🙏
Swati ji Very nice vlog and awesome Q&A session...👌👍
Very good explanation
Excellent, straight forward guest
Thank you
Very nice
Spot on answers 👏👏👏
Thank you
Welcome mam &Sir
Thank you very much swatiji
Thank you for your guide, help and effort.
Your video helps us in our investing.
Welcome 🎉
Valuable information Swati Ma'am
thank u nice video.
Thank you❤ Happy Karwa chauth🎉
25000 p.m for 10 yrs,to make one crore, interest rate works out to 23% per annum.
The present ROI IS 15%.
Thank you Swati ji
Gilt Funds also adjust their tenures basis where Yields are taking into account the interest rate scenario. For long term it’s always prudent to have safety rather than going for 80bps extra in a Credit Risk fund…. There is a risk element and should be avoided
Thanks
Happy Karwa Chauth Mam!
Nice information 🙏
Thank you
Welcome
Ab tak ka best guest
Thank you for the compliment. Glad you found it value added
@@niteshbuddhadev thank you sir.
Thank you 😊
Very nice session mam
Superb
Very informative session thank you Swati maam and nitish ji🎉
Nippon multicap 8000
HDFC midcap oportunity 4000
Sbi contra fund 5000
HDFC smallcap 3000
We will guide you for same
Thankyou
HI YES
Swati mam dar gayi❤
Dear Ma’am,
Greetings.
I have been following your videos for the past six months, and they have really inspired me to invest more confidently in mutual funds.
I have recently increased my investments and have a question regarding my long-term plans. I currently have a few funds in my portfolio, and when I plan to start a Systematic Withdrawal Plan (SWP) after 15-20 years, would it be advisable to consolidate my investments into one fund? If so, which fund type would you recommend for a smooth transition to SWP?
(e.g, blue chip fund, large fund, large and mid or small)
I would greatly appreciate your guidance.
Regards
Neelima
Namaste Neelima Jee, I’ve noted down your question for one of the four B Wealthy Help LIVE sessions scheduled for the 3rd, 10th, 17th, and 24th of November (all Sundays). However, at this moment, it’s a bit difficult for me to confirm exactly in which session your question will be answered. I hope you understand, and thank you for your patience! Stay Blessed, Healthy & B Wealthy
1 lac se hi 1 Cr ban jayege market up jaye ya down no problem just information pharmaid see 50 to 83 now in 7 days let's see it where to stop
Hi mam plz tell about transmission process of mf.
What time will it takes.
Not really Swati ji. My wife has over 80 lakhs only in SBIMF ONLY because of easiness. When we go for direct plans, registering with various fund houses is full of hassles. SBI MF kind of huge fund houses has varieties of funds, hence we get varieties to invest. Please advise if there is any other way to invest in different fund houses from one site/registration.
अरे भाई साहब बहुत तरीके हैं। डैरेक्ट फंड हाउस (AMC) से ले सकते हैं। CAMS, Kfintech के Apps से भी कर सकते हैं।
Thanks brother, let me try.
Mf central
Mam, Meri age 35 Years hai, Mera av Mutual Fund me Investment 8 Lakh hai aur NPS me 12 Lakh(75% Equity) , mera monthly SIP around 20K(50% Small Cap, 30 Mid & Multi Cap, 20 Large Cap) hai and NPS me around 16K. Mujhe 10 year me 1.5 Cr ki need hai, Kindly Suggest it's possible. Ya mera investment increase krna hoga.
Mukul Kumar, Gaya, Bihar
What job you are doing
Nippon multicap
Sbi contracap
HDFC midcap opportunity
HDFC smallcap
Yes
Mam🙏,,I have ?, suppose,,my sip date is on 25 of every month,,, market crash on 5 ,,,,how to take advantage of fallen market by investing more,,,plz reply,,, thanks
Lumpsum kro bhji
Hi mam Mera 50000 sip chal ra hai target 2 cr age 34 now portfolio 10lac cross hai possible hoga kya almost 50% small cap hai 30% large 20% mid cap
We will review it teach to us
👍
Mam Mera 35 years hai Mutual fund me 1year sai Investment kar raha hu sirf SBI me
SBI Nifty midcap 150Index fund me 5000 mounth
SBI Nifty SmallCap250 Index me 5000mounth l
SBI Nifty Index me 3000 mounth
SBI long term equity fund me 2000mounth kar raha hu
Sabhi fund 15 years kai hai after 15years 1.5Cr ka need hai kya yai fund long term me Sahi rahe ga Mam plz give Advice mam🙏
Mam ,I am 51. Needed a corpus of 3Cr for retirement. I have 25 L in FD and 15 L in ULIP. ULIP will mature in Dec 2024. My time horizon is 9 years.
How much and how to invest to meet the goal. I can invest up to 75 K per month. I don't have any MF now. Pls guide.
@@majideqbal6237 Sir We will guide you for same. Reach to us.
I’ve noted down your question for one of the four B Wealthy Help LIVE sessions scheduled for the 3rd, 10th, 17th, and 24th of November (all Sundays). However, at this moment, it’s a bit difficult for me to confirm exactly in which session your question will be answered. I hope you understand, and thank you for your patience! Stay Blessed, Healthy & B Wealthy
👌👍
Mam meri age 35 hai 40 ki age me retire ho jaunga mere pass abhi saving me 60k hai or mutual fund me 13 lac(7000/month in sip 8 lac lumpsum) stocks me 8 lac etf me 20 lac invested hai or jab me retire hounga tab mujhe 50 lac lumsum milega plus 45 k pension mere monthly expense 30k to mam me retirement ke baad koi job nhi karna chahta or jo 50 lac lumpsum milega use swp me karunga to mam ye btaiye ki mujhe kitna amount ka swp karna chiye per month or mam mujhe home loan bhi lena hai 30 lac to swp se loan amount de sakta hu please guide me
hsrsh roongta kr sath aap ki video nahi aa rahi mam?
10 years Horizon ke liye bhi debt funds de rahe hai. Ye log nahi banne denge paise... 😮 Small Cap, Mid Cap, Large Cap, Multi Cap and Flexi cap best funds hai...
Maim mera Sip 20 yr ka
10000 rs of portfolio invest mutual fund
1 ICICI prudential India opportunities fund growth -2000
2 ICICI prudential India opportunities fund growth -2000
3 motilal oswal mid cap fund - 2000
4 parag Parikh felxi cap fund-2000
5 Nippon india small cap fund -1000
6 quant small cap fund- 1000 plz suggest me good ya correction
Hello sir
Ishvar
Age 35
SIP
1100 Axis small.
1200 SBI balance advance
1100 Tata digital India
3500 nippon India small.
1500 SBI bluechip
1500 icici nifty 50 index
2200 Parag Parikh flexi
2500 axis midcap
Total sip amount = 14600
Can do 10% step up/year
Total corpus till today = 400000
Goal 1- 5000000 for girl education and marriage after 12 years
Goal 2 - 10000000 for retirement after 20 years
Please advise can I reach my goals on time Or any changes need to do
Hiii sir
Smart beta ETF se 25000 sip se 10 saal me 1 cr bade aaram se ban jayenge
Hi
Quant funds are giving negative growth for past few months. Should we stop SIP for such funds.
We will guide you
Good evening mam, my age 45 I have 7funds please review my folios .1canara Robeco Infrastructure Reg one time 1 lakh lump sum 2canara Robeco small cap sip3000.3.bajaj finserv Large and mid cap sip 3000 4 .Sbi Consumption Opportunities sip3000 5.Union flexi Cap sip 3000 6.Hdfc defence sip 3000 7.Tata business cycle sip3000.. 33:30 .total16th thousand Invest hai 10 to 15yers all funds are Regular 6th month ago. for Retirement corpus any changes mam.
We will review your portfolio reach to us
Hello Mam 500000 lumpsum kon MF me invest kar sakte next 10 years ke liye
I will guide you SIR
Hello Madam
# 3 Funds Strategy for 10 years
1) Nifty 200 Momentum 30 index fund: 35%
2) Nifty 500 Value 50 index fund: 35%
Just follow this and start SIP per your appetite, you are done for decade
3) ICICI GILT Fund: 30%
Mam Please dont invite in your channel Sanjay Kathuria fake finance influencer or else will unsubscribe your channel @B Wealthy
Review my portfolio age 27 hai aur 15+ year Krna h
Nippon India small cap-2500
Hdfc small cap fund------2500
DSP small cap fund - 2500
Quant small cap fund - 2000
Nippon India growth(mid)- 3000
Motilal oswal mid cap.-2000
Hdfc flexi cap 2000
Parag Parikh flex. 2000
Motilal oswal 250 Microcap. -2000
Total investment 4 lakh kr chuka hu jo badhar 5 lakh ho gya h sip 20000 ka chl rha h mera Portfolio ek bar review kr dijiye
We will review it reach to us
Welcome
Thankyou
Mam meri age 35 hai 40 ki age me retire ho jaunga mere pass abhi saving me 60k hai or mutual fund me 13 lac(7000/month in sip 8 lac lumpsum) stocks me 8 lac etf me 20 lac invested hai or jab me retire hounga tab mujhe 50 lac lumsum milega plus 45 k pension mere monthly expense 30k to mam me retirement ke baad koi job nhi karna chahta or jo 50 lac lumpsum milega use swp me karunga to mam ye btaiye ki mujhe kitna amount ka swp karna chiye per month or mam mujhe home loan bhi lena hai 30 lac to swp se loan amount de sakta hu please guide me
Hi
Welcome